-14.3%
UNH vs WPM
+259.8%
-274.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.5% | -1.1% |
| 7D | -3.2% | -3.6% | +0.4% | -3.0% |
| 30D | -3.5% | +12.5% | -15.9% | -4.0% |
| 3M | -4.2% | +40.6% | -44.8% | -5.9% |
| 6M | +38.3% | +0.5% | +37.8% | +37.8% |
| YTD | +19.2% | +29.0% | -9.8% | +17.5% |
| 1Y | +15.0% | +43.8% | -28.8% | +13.0% |
| All | -14.3% | +259.8% | -274.1% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WPM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling